Envestnet Inside the Advisor Portal

February 2018

Welcome to Inside The Advisor Portal, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.


Tip of the Month

Multiple Programs Selection in Account Activity and Holdings Analysis

Did you know that you can select more than one program when reviewing accounts and holdings in the Advisor Portal?

Account Activity
Navigation: Practice > Account Activity > Search > Program.

Account Activity

Holdings Analysis
Navigation: Practice > Holdings Analysis > Search > Program.

Holdings Analysis


Feature Spotlight

Cash Position Display for Models in Models Page

The Models page now displays the cash position along with all other positions for each model to help you analyze manager model information. You can find the cash position in the Advisor Models and Overlay Models pages.

Advisor Models
Navigation: Manage > Models > Advisor Models.

Advisor Models

Overlay Models
Navigation: Manage > Models > Overlay Models.

Overlay Models

Ask an Expert

Need assistance getting a task completed in the Advisor Portal? Is there a feature that you want to learn more about? Why not ask an expert?

Email your inquiry to expert@envestnet.com and a representative will reach out to help.


The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. SR #1222149

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